Affinity Wealth Management LLC Portfolio Holdings

Affinity Wealth Management LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $511 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $36.9M, Invesco Exchange Traded Fd Tr with a value of $31.3M, Pacer Fds Tr Us Cash Cows 100 with a value of $31.2M, Ishares Tr with a value of $31.2M, and First Trust Rising Dividend Ac with a value of $31M.

Examining the 13F form we can see an increase of $2.68M in the current position value, from $509M to 511M.

Affinity Wealth Management LLC is based out at Wilmington, DE

Below you can find more details about Affinity Wealth Management LLC portfolio as well as his latest detailed transactions.